---
title: "How To Guide: Managing Inventory"
url: "https://help.psarev.io/en/article/how-to-guide-managing-inventory"
language: "en"
last_updated: "2025-12-05T16:06:32.266Z"
---

# How To Guide: Managing Inventory

1. Introduction

![1](https://export.supademo.com/renders/oast0a9a2g/out.png)

2. To view global inventory, from the **Inventory** menu item, select **Inventory** **Management**.

![2](https://export.supademo.com/renders/r2a9aykb2p/out.png)

3. The screen will default to the **Inventory Matrix** view.

![3](https://export.supademo.com/renders/hubtnv05d4/out.png)

4. This view shows all products and all locations, with quantities for each.

![4](https://export.supademo.com/renders/z6zxyier5a/out.png)

5. You can **Search Products** for specific items.

![5](https://export.supademo.com/renders/9ph3f661bv/out.png)

6. You will then see any locations that have inventory for that item.

![6](https://export.supademo.com/renders/tbdqwsxq8i/out.png)

7. Clicking on a **location block** here will allow you to view and manage the inventory at that location for this product.

![7](https://export.supademo.com/renders/vzku9ni14q/out.png)

8. Clicking on a location block for a non-serialized item opens a screen where you can **Transfer** or **Adjust Inventory**.

![8](https://export.supademo.com/renders/hqkni8olsz/out.png)

9. The item name and the location display at the top of the pop-up screen.

![9](https://export.supademo.com/renders/u2cdlvw18b/out.png)

10. Click the **Transfer Inventory** option if you need to move non-serialized stock from one location to another.

![10](https://export.supademo.com/renders/c1r4dfoiwe/out.png)

11. This screen will show how many items are available at each location.

![11](https://export.supademo.com/renders/18yeskxpca/out.png)

12. You can then select the **From Location** and the **To Location**, along with the **Quantity** to move.

![12](https://export.supademo.com/renders/zsk69sf9yk/out.png)

13. Click **Complete Transfer** to finalize the move.

![13](https://export.supademo.com/renders/wy34ynx5tl/out.png)

14. Click the **Adjust Inventory** option if you need to increase or decrease the available quantity of the non-serialized product.

![14](https://export.supademo.com/renders/7ej02sq7xo/out.png)

15. You can adjust **Quantity** or **Cost** from here.

![15](https://export.supademo.com/renders/s1onzbkh7n/out.png)

16. Select the **Location** you wish to alter. All locations will be available to work with on this screen. The system will display the **Available Quantity at Selected Location**.

![16](https://export.supademo.com/renders/b5q9vaopz8/out.png)

17. You can adjust **Quantity** using positive values to add quantity and negative values to remove quantity. For **Cost** adjustments, you will simply enter the new cost amount.

A reason or some kind of note is required.

![17](https://export.supademo.com/renders/tkdmgluyi9/out.png)

18. Click **Apply Adjustment** to finalize the change.

![18](https://export.supademo.com/renders/72us1xfo12/out.png)

19. Serialized inventory management screens will look very different. If you clicked a location block on a serialized item, the screen will have more detailed options.

![19](https://export.supademo.com/renders/8m85qovy5s/out.png)

20. The system will again display the product name and the location.

![20](https://export.supademo.com/renders/vzrj275842/out.png)

21. The **View at Location** tab will display the detail of all the items at the selected location, including the serial numbers and status.

![21](https://export.supademo.com/renders/ulavd0hzkk/out.png)

22. The **Add Serials** tab allows you to enter additional serial numbers for the inventory item.

![22](https://export.supademo.com/renders/50ep1psoqj/out.png)

23. Simply add as many serial numbers as you need at the location you have open. Click the **Validate Serial Numbers** button when complete.

![23](https://export.supademo.com/renders/8s47tabl3i/out.png)

24. Double check the **Location** is correct and then click the **Add Serial Numbers** button to finish.

![24](https://export.supademo.com/renders/am6ttnih76/out.png)

25. The **Transfer** tab allows you to move serialized items between locations.

![25](https://export.supademo.com/renders/nu640g90dy/out.png)

26. Select the **Transfer To Location** from the drop down list.

![26](https://export.supademo.com/renders/mwvlwntk3f/out.png)

27. Select the **checkboxes** on the serial numbers of the items you wish to transfer.

![27](https://export.supademo.com/renders/c6t7rn0265/out.png)

28. Click the **Transfer Items** button to finish.

![28](https://export.supademo.com/renders/tburwde9a8/out.png)

29. The **Change Cost** tab allows you to easily change the cost on this item.

![29](https://export.supademo.com/renders/j937sanu54/out.png)

30. The system displays the **Current Standard Cost**. Simply type in the **New Cost per Unit**, add a **reason or note**, and click the **Adjust Cost** button to finish.

![30](https://export.supademo.com/renders/jopd8dzm44/out.png)

31. Click the **Remove Serials** tab if you need to remove any serialized items.

![31](https://export.supademo.com/renders/r02qj4pk2n/out.png)

32. Enter your **Change Reason**.

![32](https://export.supademo.com/renders/apudgv57bi/out.png)

33. Click the **checkboxes** on the serial numbers you wish to remove. Then click the **Remove Items** button to finish.

![33](https://export.supademo.com/renders/6aptp495jj/out.png)

34. There is also a **Reservations** view on the Inventory Matrix screen. Click this to see any inventory that has been reserved.

![34](https://export.supademo.com/renders/azxp0iu4b8/out.png)

35. You'll see details about the product, the corresponding ticket ID, and the location information.

This displays both serialized and non-serialized items, but for serialized items you can click the **down arrow** on the quantity shown in the **Serials** column to display the exact serial numbers reserved.

![35](https://export.supademo.com/renders/xfm5piqxoc/out.png)